Why Alpha Wealth

Circus Lane Cobbled Street in Edinburgh Scotland

Sustained positive outcomes

At Alpha Wealth we place your continued financial health and wellbeing at the forefront of our approach, in order to deliver sustained positive outcomes. We focus on making all our client interactions as relaxed but purposeful as we can, where you can share all your information with your adviser, safe in the knowledge they won’t be challenging or confuse you with jargon.

Your financial future is in safe hands
We want you to feel that your financial future is in safe hands, and so we look to reassure and check you are comfortable with progress before making any major decisions. In the same way, we will liaise with your solicitors, accountants and where applicable relatives, to ensure that everyone is ‘pulling in the same direction’, and that all concerned are agreed on how to achieve the goals.
Identifying, Achieving & Sustaining Your Financial Planning Goals
At the outset we will focus on identifying your financial goals and objectives, in order to plan a sustained approached which will deliver over the long term. We are not simply concerned with investment returns and your specific financial circumstances and expectations will inevitably change over time. This is why we will plan regular meetings to review your investments at key milestones and, if necessary, amend your financial plan to cater for these changes and achieve the same end result.
We Build Long Term Relationships With Our Clients
We manage our business in such a way that we do not advertise. All our clients have come from existing relationships and referrals from these subsequent relationships, along with professional instructions from solicitors and accountants. This has resulted in long term relationships with our clients. It’s clear this is because we always provide our clients with sound advice based on proper research resulting in exceptional service.

"We have had the pleasure of dealing with Keith for more than fifteen years. Over that period Keith has assisted many clients of our firm and without hesitation we commend him to any client, or anyone else, seeking sound, sensible, practical advice and excellent service."

"Excellent, individual and personal service. For numerous years I’ve had the pleasure of having services provided by Scott and the team. The tailored packages and attention to detail have been brilliant and I must say are part of the reason I currently live in my dream home. I’ve referred Scott’s services to many business and friends, all having brilliant experiences"

"Scott came extremely highly recommended, and did not disappoint. I’ve now purchased 4 properties with Scott. One as a first time buyer in a personal name, 3 as a LTD company. Scott’s attention to detail second to none, and the team work tirelessly to get things done for you. He is upfront, knowledgeable and excellent at what he does. Honestly I could not recommend Scott and the team enough."

"I have been an accountant for over 35 years and along the way dealt with countless clients looking to invest funds and purchase property, and I have found normally financial / mortgage advisors seldom work in the best interests of the client and I have had to push the client to in turn push for what they want and what suits them. With Scott at Alpha Wealth it is truly the exception to the norm, no effort is too much, no challenge too great, no detail too small and no sum too large to handle successfully for the client. In fact success in the best interests of the client would appear to be the motto. As I say to all my clients, I use Scott with regards to my own finances over and above all others I have known and could choose and suggest you do the same"

"I have come through a particularly demanding period of my life in the last Two years, which has led to financial decisions being made that I could not have foreseen having to make. Scott has been with me every step of the way, with the best possible advice as we dealt with each challenge, until we got to a conclusion. Always available, Always listens & thinks the complete situation out prior to advising a particular route. Excellent customer service."

"Scott has helped me plan long term investments, plan for my children's futures, assist with mortgage referrals, pensions and medical insurance, tax & inheritance planning, If Scott cannot help with a particular aspect personally, he always connects me with someone who can deal with that particular aspect. He has a tremendous network."

"My husband and I have known and worked with Keith for many years now. Our overarching experience is excellence in every area in which he has given us guidance. What we have unfailingly been provided with is advice that has worked for us; well-considered guidance; explanations that we can understand; patience when we have needed it; instant contact whenever we ask for it; all delivered to us with friendliness and great good humour. We feel very lucky to have Keith in our lives, professionally and personally."

Do you have any questions?

If you like the sound of how we do business, then please get in touch for an exploratory conversation with one of our advisors.

Contact Info

Couple sitting on a rock in front of a lake with huge mountains in backdrop

Why Alpha Wealth

Sustained positive outcomes

Your financial future is in safe hands

Identifying, Achieving & Sustaining Your Financial Planning Goals

We Build Long Term Relationships With Our Clients

Testimonials

Steve Middleton & Gair Couston

Partners at Sheills Law

Mr N Rees

Mr C Ives

Ms J Foster

Mr McCabe

Mr McLarty

Mrs MacNeil

Do you have any questions?